Healthcare Planning, Simplified

The story behind Move Health

With decades of experience and deep roots within the healthcare planning industry, we’ve seen major changes in how Americans access health coverage over the past 20 years.

In a complex industry, our mission is straightforward: To make health coverage simple & clear.

Our Story

Retirement, transitions to Medicare, launching a business, moving to a dream home. You name it, we have seen it delayed time and time again by healthcare coverage and costs.

More accuratley, because of the uncertainty and anxiety surrounding healthcare coverage and costs.

We wanted to change that.

We looked to the financial planning space because we saw that these individuals were asking their trusted center of influence, their financial advisor, for guidance on healthcare planning. However, financial advisors are under-resourced and need support to offer health insurance and Medicare planning to clients.

In response, we built Move Health—the only end-to-end health insurance and Medicare planning solution for financial advisors and their clients.

One Size Doesn’t Fit All

As with financial, tax, or estate planning, the only way to ensure a positive healthcare planning outcome is to create a tailored strategy for each individual you serve.

The most popular financial planning software available today either uses national averages or doesn’t accurately estimate personal healthcare costs. This is why we built the Move Health platform for advisors.

The Move Health platform provides advisors with accurate, real data to utilize in planning conversations with clients. Don’t worry, you don’t have to be the expert. After you identify an opportunity to go beyond our analysis tools, we have an in-house team of licensed health plan advisors to assist your clients with high-touch, boutique insurance guidance and enrollment.

Our Values

Our values describe the positive attributes and experiences that we aim to create every day. These shared values are the heartbeat of our organization and describe the kind of person who thrives at Move Health.

Selfless

We are fiercely people-centric. We are the trusted partners of those that we serve and will always act in their best interest.

Intuitive

We are relentlessly focused on bringing value to those that we serve. We make each interaction count and strive to wow someone every day with our outstanding service and demeanor.

Swift

We move quickly. We make impactful decisions, solve problems, and provide solutions today, not tomorrow.

Detailed

We make health coverage, which is complicated, simple and clear. We are detailed and thorough in our work. We create informed clients and make certain that those we serve have a clear picture of what their coverage will and won’t do.

Kind

Above all else, we are kind, compassionate, and gracious in the way we serve clients, team members, and partners.